About SPXKX
The Shelton S&P 500 Index Fund Class K is a mutual fund designed to closely track the performance of the S&P 500 Composite Stock Price Index, a benchmark that captures the movements of 500 leading large-cap U.S. companies across a diverse range of sectors. By seeking to replicate the total return of the S&P 500, this fund provides investors with exposure to a comprehensive slice of the U.S. equity market, encompassing industry leaders in technology, financial services, consumer discretionary, healthcare, and more. Notable holdings typically include some of the nation’s most influential companies such as Apple, Microsoft, NVIDIA, Amazon, and Berkshire Hathaway, with approximately 37% of assets concentrated in its top ten positions. The fund employs a passive, index-based investment strategy, which aims for a high correlation with its benchmark and broad portfolio diversification. Designed for investors seeking long-term growth and core market exposure, the fund’s structure accommodates a variety of account types, including retirement plans. With a relatively low minimum investment and quarterly distributions, it serves as a foundational component for those pursuing broad U.S. equity market participation through a disciplined and transparent approach.
Fund Family Shelton Capital Management
Category Large Blend
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol SPXKX
Share Class K Shares
Index Index is not available on Lipper Database
SPXKX had a total return of 16.55% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.14%.
